[{"name":"Straight through delivery excess cash Amara Devlin","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Amara","relationship":"case concerns consumer","object":"Amara Devlin","cf":100},{"subject":"Case Amara","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case Amara","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Amara","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Amara","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Amara","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Amara","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Amara","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Amara","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Amara","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Amara Devlin","relationship":"consumer has age","object":"38","cf":100},{"subject":"Amara Devlin","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Amara Devlin","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Amara Devlin","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"Amara Devlin","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Amara Devlin","relationship":"consumer has cash balance","object":"42000","cf":100},{"subject":"Amara Devlin","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"Amara Devlin","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Amara Devlin","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Amara Devlin","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Amara Devlin","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Amara Devlin","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"Amara Devlin","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"Amara Devlin","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"Amara Devlin","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"Amara Devlin","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Amara Devlin","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"Amara Devlin","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"Amara Devlin","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"Amara Devlin","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"Amara Devlin","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"Amara Devlin","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Amara Devlin","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Amara Devlin","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Amara Devlin","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Amara Devlin","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Amara Devlin","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Amara Devlin","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Amara Devlin","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Amara Devlin","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Amara Devlin","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Amara Devlin","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"Amara Devlin","relationship":"consumer has data record","object":"Amara Age Record","cf":100},{"subject":"Amara Devlin","relationship":"consumer has data record","object":"Amara Cash Record","cf":100},{"subject":"Amara Devlin","relationship":"consumer has data record","object":"Amara Expenditure Record","cf":100},{"subject":"Amara Devlin","relationship":"consumer has data record","object":"Amara Debt Record","cf":100},{"subject":"Amara Devlin","relationship":"consumer has data record","object":"Amara Risk Record","cf":100},{"subject":"Amara Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"Amara Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Amara Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Amara Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"Amara Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"Amara Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"Amara Cash Record","relationship":"record has as at date","object":"2026-07-25","cf":100},{"subject":"Amara Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"Amara Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"Amara Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"Amara Expenditure Record","relationship":"record has as at date","object":"2026-06-15","cf":100},{"subject":"Amara Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"Amara Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"Amara Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Amara Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Amara Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"Amara Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"Amara Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"Amara Risk Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"Amara Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Amara","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Deliver Targeted Support Suggestion","subject":"Case Amara","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Problem debt routed to debt advice Callum Rees","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Callum","relationship":"case concerns consumer","object":"Callum Rees","cf":100},{"subject":"Case Callum","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case Callum","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Callum","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Callum","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Callum","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Callum","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Callum","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Callum","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Callum","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Callum Rees","relationship":"consumer has age","object":"34","cf":100},{"subject":"Callum Rees","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Callum Rees","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"Callum Rees","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Callum Rees","relationship":"consumer has cash balance","object":"22000","cf":100},{"subject":"Callum Rees","relationship":"consumer has monthly essential expenditure","object":"1200","cf":100},{"subject":"Callum Rees","relationship":"consumer has problem debt","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Callum Rees","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"Callum Rees","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"Callum Rees","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Callum Rees","relationship":"consumer has taxable income","object":"31000","cf":100},{"subject":"Callum Rees","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"Callum Rees","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"Callum Rees","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Callum Rees","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Callum Rees","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Callum Rees","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Callum","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Signpost Debt Advice","subject":"Case Callum","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Debt advice signpost payload Callum Rees","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Callum","relationship":"case concerns consumer","object":"Callum Rees","cf":100},{"subject":"Case Callum","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case Callum","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Callum","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Callum","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Callum","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Callum","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Callum","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Callum","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Callum","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Callum Rees","relationship":"consumer has age","object":"34","cf":100},{"subject":"Callum Rees","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Callum Rees","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"Callum Rees","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Callum Rees","relationship":"consumer has cash balance","object":"22000","cf":100},{"subject":"Callum Rees","relationship":"consumer has monthly essential expenditure","object":"1200","cf":100},{"subject":"Callum Rees","relationship":"consumer has problem debt","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Callum Rees","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"Callum Rees","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"Callum Rees","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Callum Rees","relationship":"consumer has taxable income","object":"31000","cf":100},{"subject":"Callum Rees","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"Callum Rees","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"Callum Rees","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Callum Rees","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Callum Rees","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Callum Rees","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Callum Rees","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Callum Rees","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Callum","relationship":"case requires signpost"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Debt Advice","subject":"Case Callum","relationship":"case requires signpost"},{"cf":"100","object":"MoneyHelper General Guidance","subject":"Case Callum","relationship":"case requires signpost"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"COBS 9B 5 11R contra indication blocks delivery Verity Oyelaran","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Verity","relationship":"case concerns consumer","object":"Verity Oyelaran","cf":100},{"subject":"Case Verity","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case Verity","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Verity","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Verity","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Verity","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Verity","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Verity","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Verity","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Verity","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has age","object":"43","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has investment holding","object":"Verity Single Stock","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has investment holding","object":"Verity Global Fund","cf":100},{"subject":"Verity Single Stock","relationship":"holding has value","object":"96000","cf":100},{"subject":"Verity Single Stock","relationship":"holding is diversified fund","object":"false","cf":100},{"subject":"Verity Single Stock","relationship":"holding has ongoing charge percent","object":"0.1","cf":100},{"subject":"Verity Global Fund","relationship":"holding has value","object":"144000","cf":100},{"subject":"Verity Global Fund","relationship":"holding is diversified fund","object":"true","cf":100},{"subject":"Verity Global Fund","relationship":"holding has ongoing charge percent","object":"0.2","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has contra indicator","object":"Intends To Withdraw Whole Portfolio Within Twelve Months","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has taxable income","object":"44000","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has isa subscription used","object":"20000","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has requested support type","object":"Improving Portfolio Diversification","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has stated objective","object":"Reduce Investment Risk Concentration","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has data record","object":"Verity Holdings Record","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has data record","object":"Verity Debt Record","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has data record","object":"Verity Risk Record","cf":100},{"subject":"Verity Holdings Record","relationship":"record covers data item","object":"Investment Holdings Data","cf":100},{"subject":"Verity Holdings Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Verity Holdings Record","relationship":"record has as at date","object":"2026-07-28","cf":100},{"subject":"Verity Holdings Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"Verity Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"Verity Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Verity Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Verity Debt Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"Verity Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"Verity Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"Verity Risk Record","relationship":"record has as at date","object":"2026-06-01","cf":100},{"subject":"Verity Risk Record","relationship":"record has ordinal","object":"3","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Verity","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Contra Indication Signpost Alternative Support","subject":"Case Verity","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Adversarial perimeter breach firm lacks the permission Tobias Wrenn","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Tobias","relationship":"case concerns consumer","object":"Tobias Wrenn","cf":100},{"subject":"Case Tobias","relationship":"case is delivered by firm","object":"Brindle Financial","cf":100},{"subject":"Case Tobias","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Tobias","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Tobias","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Tobias","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Tobias","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Tobias","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Tobias","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has age","object":"55","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has cash balance","object":"60000","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has monthly essential expenditure","object":"1500","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Tobias Wrenn","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Tobias","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Out Of Perimeter","subject":"Case Tobias","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Adversarial appointed representative may not provide targeted support","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Oakhurst","relationship":"case concerns consumer","object":"Oakhurst Consumer","cf":100},{"subject":"Case Oakhurst","relationship":"case is delivered by firm","object":"Oakhurst Appointed","cf":100},{"subject":"Case Oakhurst","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Oakhurst","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Oakhurst","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Oakhurst","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Oakhurst","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Oakhurst","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Oakhurst","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Oakhurst","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has age","object":"44","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has cash balance","object":"50000","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Oakhurst Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Oakhurst","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Out Of Perimeter","subject":"Case Oakhurst","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Adversarial contradictory alignment data Gethin Prosser","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Gethin","relationship":"case concerns consumer","object":"Gethin Prosser","cf":100},{"subject":"Case Gethin","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case Gethin","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Gethin","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Gethin","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Gethin","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Gethin","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Gethin","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Gethin","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Gethin","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has age","object":"47","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Gethin Prosser","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has cash balance","object":"38000","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has monthly essential expenditure","object":"1200","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Gethin Prosser","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"Gethin Prosser","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has taxable income","object":"41000","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Gethin Prosser","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Gethin Prosser","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Gethin Prosser","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Gethin Prosser","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Gethin Prosser","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has data record","object":"Gethin Age Record","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has data record","object":"Gethin Cash Record","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has data record","object":"Gethin Debt Record","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has data record","object":"Gethin Risk Record","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has data record","object":"Gethin Expenditure Open Finance","cf":100},{"subject":"Gethin Prosser","relationship":"consumer has data record","object":"Gethin Expenditure Client Stated","cf":100},{"subject":"Gethin Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"Gethin Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Gethin Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Gethin Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"Gethin Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"Gethin Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"Gethin Cash Record","relationship":"record has as at date","object":"2026-07-20","cf":100},{"subject":"Gethin Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"Gethin Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"Gethin Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Gethin Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Gethin Debt Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"Gethin Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"Gethin Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"Gethin Risk Record","relationship":"record has as at date","object":"2026-06-01","cf":100},{"subject":"Gethin Risk Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"Gethin Expenditure Open Finance","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"Gethin Expenditure Open Finance","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"Gethin Expenditure Open Finance","relationship":"record has as at date","object":"2026-07-10","cf":100},{"subject":"Gethin Expenditure Open Finance","relationship":"record has ordinal","object":"5","cf":100},{"subject":"Gethin Expenditure Open Finance","relationship":"record states number value","object":"1200","cf":100},{"subject":"Gethin Expenditure Client Stated","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"Gethin Expenditure Client Stated","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"Gethin Expenditure Client Stated","relationship":"record has as at date","object":"2026-07-12","cf":100},{"subject":"Gethin Expenditure Client Stated","relationship":"record has ordinal","object":"6","cf":100},{"subject":"Gethin Expenditure Client Stated","relationship":"record states number value","object":"3100","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Gethin","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Data Insufficient Data Request Issued","subject":"Case Gethin","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Fringe side A excess cash 100 pounds above the policy floor delivers","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Fringe High","relationship":"case concerns consumer","object":"Fringe High Consumer","cf":100},{"subject":"Case Fringe High","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case Fringe High","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Fringe High","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Fringe High","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Fringe High","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Fringe High","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Fringe High","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Fringe High","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Fringe High","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has cash balance","object":"14300","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has data record","object":"Fringe High Age Record","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has data record","object":"Fringe High Cash Record","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has data record","object":"Fringe High Expenditure Record","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has data record","object":"Fringe High Debt Record","cf":100},{"subject":"Fringe High Consumer","relationship":"consumer has data record","object":"Fringe High Risk Record","cf":100},{"subject":"Fringe High Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"Fringe High Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Fringe High Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Fringe High Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"Fringe High Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"Fringe High Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"Fringe High Cash Record","relationship":"record has as at date","object":"2026-07-25","cf":100},{"subject":"Fringe High Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"Fringe High Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"Fringe High Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"Fringe High Expenditure Record","relationship":"record has as at date","object":"2026-06-15","cf":100},{"subject":"Fringe High Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"Fringe High Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"Fringe High Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Fringe High Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Fringe High Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"Fringe High Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"Fringe High Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"Fringe High Risk Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"Fringe High Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Fringe High","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Deliver Targeted Support Suggestion","subject":"Case Fringe High","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Fringe side B excess cash 100 pounds below the policy floor does not deliver","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Fringe Low","relationship":"case concerns consumer","object":"Fringe Low Consumer","cf":100},{"subject":"Case Fringe Low","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case Fringe Low","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Fringe Low","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Fringe Low","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Fringe Low","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Fringe Low","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Fringe Low","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Fringe Low","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Fringe Low","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has cash balance","object":"14100","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has data record","object":"Fringe Low Age Record","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has data record","object":"Fringe Low Cash Record","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has data record","object":"Fringe Low Expenditure Record","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has data record","object":"Fringe Low Debt Record","cf":100},{"subject":"Fringe Low Consumer","relationship":"consumer has data record","object":"Fringe Low Risk Record","cf":100},{"subject":"Fringe Low Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"Fringe Low Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Fringe Low Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Fringe Low Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"Fringe Low Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"Fringe Low Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"Fringe Low Cash Record","relationship":"record has as at date","object":"2026-07-25","cf":100},{"subject":"Fringe Low Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"Fringe Low Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"Fringe Low Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"Fringe Low Expenditure Record","relationship":"record has as at date","object":"2026-06-15","cf":100},{"subject":"Fringe Low Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"Fringe Low Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"Fringe Low Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Fringe Low Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Fringe Low Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"Fringe Low Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"Fringe Low Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"Fringe Low Risk Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"Fringe Low Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Fringe Low","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop No Segment Alignment Signpost","subject":"Case Fringe Low","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Adversarial precedence collision declined service outranks problem debt","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Declined","relationship":"case concerns consumer","object":"Declined Consumer","cf":100},{"subject":"Case Declined","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case Declined","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Declined","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Declined","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case Declined","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Declined","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Declined","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Declined","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Declined","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Declined Consumer","relationship":"consumer has age","object":"41","cf":100},{"subject":"Declined Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Declined Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Declined Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Declined Consumer","relationship":"consumer has cash balance","object":"30000","cf":100},{"subject":"Declined Consumer","relationship":"consumer has monthly essential expenditure","object":"1300","cf":100},{"subject":"Declined Consumer","relationship":"consumer has problem debt","object":"true","cf":100},{"subject":"Declined Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Declined Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Declined Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Declined Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"Declined Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Declined Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"Declined Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"Declined Consumer","relationship":"consumer has declined targeted support","object":"true","cf":100},{"subject":"Declined Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Declined Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Declined Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Declined Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Declined Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Declined Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Declined Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Declined Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Declined Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Declined Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Declined","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Client Declined Service","subject":"Case Declined","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Adversarial unknown safeguarded benefit status fails safe to the stop","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case Morwenna","relationship":"case concerns consumer","object":"Morwenna Vaile","cf":100},{"subject":"Case Morwenna","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case Morwenna","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case Morwenna","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case Morwenna","relationship":"case concerns domain","object":"Pension","cf":100},{"subject":"Case Morwenna","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case Morwenna","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case Morwenna","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case Morwenna","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case Morwenna","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has age","object":"58","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has requested support type","object":"Choosing How To Access A Pension","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has stated objective","object":"Take Pension Income","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Morwenna Vaile","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case Morwenna","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"95","object":"Stop Safeguarded Benefits Refer To Advice","subject":"Case Morwenna","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Currency boundary record age equals window delivers","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case P1","relationship":"case concerns consumer","object":"P1 Consumer","cf":100},{"subject":"Case P1","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case P1","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case P1","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case P1","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case P1","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case P1","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case P1","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case P1","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case P1","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"P1 Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"P1 Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"P1 Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"P1 Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"P1 Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"P1 Consumer","relationship":"consumer has cash balance","object":"14300","cf":100},{"subject":"P1 Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"P1 Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"P1 Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"P1 Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"P1 Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P1 Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"P1 Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"P1 Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"P1 Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"P1 Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"P1 Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"P1 Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"P1 Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"P1 Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"P1 Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"P1 Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"P1 Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"P1 Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"P1 Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"P1 Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"P1 Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"P1 Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P1 Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"P1 Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"P1 Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"P1 Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"P1 Consumer","relationship":"consumer has data record","object":"P1 Age Record","cf":100},{"subject":"P1 Consumer","relationship":"consumer has data record","object":"P1 Cash Record","cf":100},{"subject":"P1 Consumer","relationship":"consumer has data record","object":"P1 Expenditure Record","cf":100},{"subject":"P1 Consumer","relationship":"consumer has data record","object":"P1 Debt Record","cf":100},{"subject":"P1 Consumer","relationship":"consumer has data record","object":"P1 Risk Record","cf":100},{"subject":"P1 Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"P1 Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P1 Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P1 Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"P1 Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"P1 Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P1 Cash Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"P1 Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"P1 Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"P1 Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P1 Expenditure Record","relationship":"record has as at date","object":"2026-06-15","cf":100},{"subject":"P1 Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"P1 Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"P1 Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P1 Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P1 Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"P1 Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"P1 Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P1 Risk Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"P1 Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case P1","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Deliver Targeted Support Suggestion","subject":"Case P1","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Currency boundary record age one day past window stops","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case P2","relationship":"case concerns consumer","object":"P2 Consumer","cf":100},{"subject":"Case P2","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case P2","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case P2","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case P2","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case P2","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case P2","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case P2","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case P2","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case P2","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"P2 Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"P2 Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"P2 Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"P2 Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"P2 Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"P2 Consumer","relationship":"consumer has cash balance","object":"14300","cf":100},{"subject":"P2 Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"P2 Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"P2 Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"P2 Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"P2 Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P2 Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"P2 Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"P2 Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"P2 Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"P2 Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"P2 Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"P2 Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"P2 Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"P2 Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"P2 Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"P2 Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"P2 Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"P2 Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"P2 Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"P2 Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"P2 Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"P2 Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P2 Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"P2 Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"P2 Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"P2 Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"P2 Consumer","relationship":"consumer has data record","object":"P2 Age Record","cf":100},{"subject":"P2 Consumer","relationship":"consumer has data record","object":"P2 Cash Record","cf":100},{"subject":"P2 Consumer","relationship":"consumer has data record","object":"P2 Expenditure Record","cf":100},{"subject":"P2 Consumer","relationship":"consumer has data record","object":"P2 Debt Record","cf":100},{"subject":"P2 Consumer","relationship":"consumer has data record","object":"P2 Risk Record","cf":100},{"subject":"P2 Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"P2 Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P2 Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P2 Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"P2 Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"P2 Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P2 Cash Record","relationship":"record has as at date","object":"2026-04-30","cf":100},{"subject":"P2 Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"P2 Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"P2 Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P2 Expenditure Record","relationship":"record has as at date","object":"2026-06-15","cf":100},{"subject":"P2 Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"P2 Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"P2 Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P2 Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P2 Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"P2 Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"P2 Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P2 Risk Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"P2 Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case P2","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Data Insufficient Data Request Issued","subject":"Case P2","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Future dated record within window treated as current","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case P3","relationship":"case concerns consumer","object":"P3 Consumer","cf":100},{"subject":"Case P3","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case P3","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case P3","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case P3","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case P3","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case P3","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case P3","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case P3","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case P3","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"P3 Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"P3 Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"P3 Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"P3 Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"P3 Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"P3 Consumer","relationship":"consumer has cash balance","object":"14300","cf":100},{"subject":"P3 Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"P3 Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"P3 Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"P3 Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"P3 Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P3 Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"P3 Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"P3 Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"P3 Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"P3 Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"P3 Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"P3 Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"P3 Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"P3 Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"P3 Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"P3 Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"P3 Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"P3 Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"P3 Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"P3 Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"P3 Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"P3 Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P3 Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"P3 Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"P3 Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"P3 Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"P3 Consumer","relationship":"consumer has data record","object":"P3 Age Record","cf":100},{"subject":"P3 Consumer","relationship":"consumer has data record","object":"P3 Cash Record","cf":100},{"subject":"P3 Consumer","relationship":"consumer has data record","object":"P3 Expenditure Record","cf":100},{"subject":"P3 Consumer","relationship":"consumer has data record","object":"P3 Debt Record","cf":100},{"subject":"P3 Consumer","relationship":"consumer has data record","object":"P3 Risk Record","cf":100},{"subject":"P3 Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"P3 Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P3 Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P3 Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"P3 Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"P3 Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P3 Cash Record","relationship":"record has as at date","object":"2026-08-10","cf":100},{"subject":"P3 Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"P3 Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"P3 Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P3 Expenditure Record","relationship":"record has as at date","object":"2026-06-15","cf":100},{"subject":"P3 Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"P3 Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"P3 Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P3 Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P3 Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"P3 Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"P3 Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P3 Risk Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"P3 Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case P3","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Deliver Targeted Support Suggestion","subject":"Case P3","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Far future dated record treated as stale","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case P4","relationship":"case concerns consumer","object":"P4 Consumer","cf":100},{"subject":"Case P4","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case P4","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case P4","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case P4","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case P4","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case P4","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case P4","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case P4","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case P4","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"P4 Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"P4 Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"P4 Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"P4 Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"P4 Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"P4 Consumer","relationship":"consumer has cash balance","object":"14300","cf":100},{"subject":"P4 Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"P4 Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"P4 Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"P4 Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"P4 Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P4 Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"P4 Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"P4 Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"P4 Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"P4 Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"P4 Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"P4 Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"P4 Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"P4 Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"P4 Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"P4 Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"P4 Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"P4 Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"P4 Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"P4 Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"P4 Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"P4 Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P4 Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"P4 Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"P4 Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"P4 Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"P4 Consumer","relationship":"consumer has data record","object":"P4 Age Record","cf":100},{"subject":"P4 Consumer","relationship":"consumer has data record","object":"P4 Cash Record","cf":100},{"subject":"P4 Consumer","relationship":"consumer has data record","object":"P4 Expenditure Record","cf":100},{"subject":"P4 Consumer","relationship":"consumer has data record","object":"P4 Debt Record","cf":100},{"subject":"P4 Consumer","relationship":"consumer has data record","object":"P4 Risk Record","cf":100},{"subject":"P4 Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"P4 Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P4 Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P4 Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"P4 Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"P4 Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P4 Cash Record","relationship":"record has as at date","object":"2026-12-01","cf":100},{"subject":"P4 Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"P4 Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"P4 Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P4 Expenditure Record","relationship":"record has as at date","object":"2026-06-15","cf":100},{"subject":"P4 Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"P4 Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"P4 Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P4 Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P4 Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"P4 Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"P4 Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P4 Risk Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"P4 Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case P4","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Data Insufficient Data Request Issued","subject":"Case P4","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Missing assessment date never delivers","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case P5","relationship":"case concerns consumer","object":"P5 Consumer","cf":100},{"subject":"Case P5","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case P5","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case P5","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case P5","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case P5","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case P5","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case P5","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case P5","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"P5 Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"P5 Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"P5 Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"P5 Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"P5 Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"P5 Consumer","relationship":"consumer has cash balance","object":"14300","cf":100},{"subject":"P5 Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"P5 Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"P5 Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"P5 Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"P5 Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P5 Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"P5 Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"P5 Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"P5 Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"P5 Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"P5 Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"P5 Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"P5 Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"P5 Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"P5 Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"P5 Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"P5 Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"P5 Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"P5 Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"P5 Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"P5 Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"P5 Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P5 Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"P5 Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"P5 Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"P5 Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"P5 Consumer","relationship":"consumer has data record","object":"P5 Age Record","cf":100},{"subject":"P5 Consumer","relationship":"consumer has data record","object":"P5 Cash Record","cf":100},{"subject":"P5 Consumer","relationship":"consumer has data record","object":"P5 Expenditure Record","cf":100},{"subject":"P5 Consumer","relationship":"consumer has data record","object":"P5 Debt Record","cf":100},{"subject":"P5 Consumer","relationship":"consumer has data record","object":"P5 Risk Record","cf":100},{"subject":"P5 Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"P5 Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P5 Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P5 Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"P5 Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"P5 Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P5 Cash Record","relationship":"record has as at date","object":"2026-07-25","cf":100},{"subject":"P5 Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"P5 Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"P5 Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P5 Expenditure Record","relationship":"record has as at date","object":"2026-06-15","cf":100},{"subject":"P5 Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"P5 Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"P5 Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P5 Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P5 Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"P5 Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"P5 Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P5 Risk Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"P5 Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case P5","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Data Insufficient Data Request Issued","subject":"Case P5","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Assessment on regime commencement day delivers","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case P6","relationship":"case concerns consumer","object":"P6 Consumer","cf":100},{"subject":"Case P6","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case P6","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case P6","relationship":"case has assessment date","object":"2026-04-06","cf":100},{"subject":"Case P6","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case P6","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case P6","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case P6","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case P6","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case P6","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"P6 Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"P6 Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"P6 Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"P6 Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"P6 Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"P6 Consumer","relationship":"consumer has cash balance","object":"14300","cf":100},{"subject":"P6 Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"P6 Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"P6 Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"P6 Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"P6 Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P6 Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"P6 Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"P6 Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"P6 Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"P6 Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"P6 Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"P6 Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"P6 Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"P6 Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"P6 Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"P6 Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"P6 Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"P6 Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"P6 Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"P6 Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"P6 Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"P6 Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P6 Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"P6 Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"P6 Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"P6 Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"P6 Consumer","relationship":"consumer has data record","object":"P6 Age Record","cf":100},{"subject":"P6 Consumer","relationship":"consumer has data record","object":"P6 Cash Record","cf":100},{"subject":"P6 Consumer","relationship":"consumer has data record","object":"P6 Expenditure Record","cf":100},{"subject":"P6 Consumer","relationship":"consumer has data record","object":"P6 Debt Record","cf":100},{"subject":"P6 Consumer","relationship":"consumer has data record","object":"P6 Risk Record","cf":100},{"subject":"P6 Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"P6 Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P6 Age Record","relationship":"record has as at date","object":"2026-04-01","cf":100},{"subject":"P6 Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"P6 Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"P6 Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P6 Cash Record","relationship":"record has as at date","object":"2026-04-01","cf":100},{"subject":"P6 Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"P6 Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"P6 Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P6 Expenditure Record","relationship":"record has as at date","object":"2026-04-01","cf":100},{"subject":"P6 Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"P6 Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"P6 Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P6 Debt Record","relationship":"record has as at date","object":"2026-04-05","cf":100},{"subject":"P6 Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"P6 Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"P6 Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P6 Risk Record","relationship":"record has as at date","object":"2026-04-03","cf":100},{"subject":"P6 Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case P6","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Deliver Targeted Support Suggestion","subject":"Case P6","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Same day records zero age deliver","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case P7","relationship":"case concerns consumer","object":"P7 Consumer","cf":100},{"subject":"Case P7","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case P7","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case P7","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case P7","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case P7","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case P7","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case P7","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case P7","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case P7","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"P7 Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"P7 Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"P7 Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"P7 Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"P7 Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"P7 Consumer","relationship":"consumer has cash balance","object":"14300","cf":100},{"subject":"P7 Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"P7 Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"P7 Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"P7 Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"P7 Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P7 Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"P7 Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"P7 Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"P7 Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"P7 Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"P7 Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"P7 Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"P7 Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"P7 Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"P7 Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"P7 Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"P7 Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"P7 Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"P7 Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"P7 Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"P7 Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"P7 Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P7 Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"P7 Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"P7 Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"P7 Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"P7 Consumer","relationship":"consumer has data record","object":"P7 Age Record","cf":100},{"subject":"P7 Consumer","relationship":"consumer has data record","object":"P7 Cash Record","cf":100},{"subject":"P7 Consumer","relationship":"consumer has data record","object":"P7 Expenditure Record","cf":100},{"subject":"P7 Consumer","relationship":"consumer has data record","object":"P7 Debt Record","cf":100},{"subject":"P7 Consumer","relationship":"consumer has data record","object":"P7 Risk Record","cf":100},{"subject":"P7 Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"P7 Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P7 Age Record","relationship":"record has as at date","object":"2026-07-30","cf":100},{"subject":"P7 Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"P7 Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"P7 Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P7 Cash Record","relationship":"record has as at date","object":"2026-07-30","cf":100},{"subject":"P7 Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"P7 Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"P7 Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P7 Expenditure Record","relationship":"record has as at date","object":"2026-07-30","cf":100},{"subject":"P7 Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"P7 Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"P7 Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P7 Debt Record","relationship":"record has as at date","object":"2026-07-30","cf":100},{"subject":"P7 Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"P7 Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"P7 Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P7 Risk Record","relationship":"record has as at date","object":"2026-07-30","cf":100},{"subject":"P7 Risk Record","relationship":"record has ordinal","object":"5","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case P7","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Deliver Targeted Support Suggestion","subject":"Case P7","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Contradiction between current and stale record stops","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case P9","relationship":"case concerns consumer","object":"P9 Consumer","cf":100},{"subject":"Case P9","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case P9","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case P9","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case P9","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case P9","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case P9","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case P9","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case P9","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case P9","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"P9 Consumer","relationship":"consumer has age","object":"38","cf":100},{"subject":"P9 Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"P9 Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"P9 Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"P9 Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"P9 Consumer","relationship":"consumer has cash balance","object":"14300","cf":100},{"subject":"P9 Consumer","relationship":"consumer has monthly essential expenditure","object":"1400","cf":100},{"subject":"P9 Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"P9 Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"P9 Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"P9 Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P9 Consumer","relationship":"consumer has contra indicator","object":"No Contra Indication Recorded","cf":100},{"subject":"P9 Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"P9 Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"P9 Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"P9 Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"P9 Consumer","relationship":"consumer has taxable income","object":"46000","cf":100},{"subject":"P9 Consumer","relationship":"consumer has isa subscription used","object":"0","cf":100},{"subject":"P9 Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"P9 Consumer","relationship":"consumer has requested support type","object":"Investing Excess Cash","cf":100},{"subject":"P9 Consumer","relationship":"consumer has stated objective","object":"Make Cash Work Harder","cf":100},{"subject":"P9 Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"P9 Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"P9 Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"P9 Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"P9 Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"P9 Consumer","relationship":"consumer confirms verified stale data","object":"true","cf":100},{"subject":"P9 Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P9 Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"P9 Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"P9 Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"P9 Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"P9 Consumer","relationship":"consumer has data record","object":"P9 Age Record","cf":100},{"subject":"P9 Consumer","relationship":"consumer has data record","object":"P9 Cash Record","cf":100},{"subject":"P9 Consumer","relationship":"consumer has data record","object":"P9 Expenditure Record","cf":100},{"subject":"P9 Consumer","relationship":"consumer has data record","object":"P9 Debt Record","cf":100},{"subject":"P9 Consumer","relationship":"consumer has data record","object":"P9 Risk Record","cf":100},{"subject":"P9 Consumer","relationship":"consumer has data record","object":"P9 Second Cash Record","cf":100},{"subject":"P9 Age Record","relationship":"record covers data item","object":"Age Data","cf":100},{"subject":"P9 Age Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P9 Age Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P9 Age Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"P9 Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"P9 Cash Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P9 Cash Record","relationship":"record has as at date","object":"2026-07-25","cf":100},{"subject":"P9 Cash Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"P9 Cash Record","relationship":"record states number value","object":"14300","cf":100},{"subject":"P9 Expenditure Record","relationship":"record covers data item","object":"Monthly Essential Expenditure Data","cf":100},{"subject":"P9 Expenditure Record","relationship":"record has provenance","object":"Open Finance Feed","cf":100},{"subject":"P9 Expenditure Record","relationship":"record has as at date","object":"2026-06-15","cf":100},{"subject":"P9 Expenditure Record","relationship":"record has ordinal","object":"3","cf":100},{"subject":"P9 Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"P9 Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P9 Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"P9 Debt Record","relationship":"record has ordinal","object":"4","cf":100},{"subject":"P9 Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"P9 Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P9 Risk Record","relationship":"record has as at date","object":"2026-05-01","cf":100},{"subject":"P9 Risk Record","relationship":"record has ordinal","object":"5","cf":100},{"subject":"P9 Second Cash Record","relationship":"record covers data item","object":"Cash Balance Data","cf":100},{"subject":"P9 Second Cash Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P9 Second Cash Record","relationship":"record has as at date","object":"2026-03-01","cf":100},{"subject":"P9 Second Cash Record","relationship":"record has ordinal","object":"6","cf":100},{"subject":"P9 Second Cash Record","relationship":"record states number value","object":"2000","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case P9","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Data Insufficient Data Request Issued","subject":"Case P9","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Contra indicator with unverified stale data yields data stop","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case P10","relationship":"case concerns consumer","object":"P10 Consumer","cf":100},{"subject":"Case P10","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case P10","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case P10","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case P10","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case P10","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case P10","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case P10","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case P10","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case P10","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"P10 Consumer","relationship":"consumer has age","object":"43","cf":100},{"subject":"P10 Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"P10 Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"P10 Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"P10 Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"P10 Consumer","relationship":"consumer has investment holding","object":"P10 Single Stock","cf":100},{"subject":"P10 Consumer","relationship":"consumer has investment holding","object":"P10 Global Fund","cf":100},{"subject":"P10 Single Stock","relationship":"holding has value","object":"96000","cf":100},{"subject":"P10 Single Stock","relationship":"holding is diversified fund","object":"false","cf":100},{"subject":"P10 Single Stock","relationship":"holding has ongoing charge percent","object":"0.1","cf":100},{"subject":"P10 Global Fund","relationship":"holding has value","object":"144000","cf":100},{"subject":"P10 Global Fund","relationship":"holding is diversified fund","object":"true","cf":100},{"subject":"P10 Global Fund","relationship":"holding has ongoing charge percent","object":"0.2","cf":100},{"subject":"P10 Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"P10 Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"P10 Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"P10 Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P10 Consumer","relationship":"consumer has contra indicator","object":"Intends To Withdraw Whole Portfolio Within Twelve Months","cf":100},{"subject":"P10 Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"P10 Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"P10 Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"P10 Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"P10 Consumer","relationship":"consumer has taxable income","object":"44000","cf":100},{"subject":"P10 Consumer","relationship":"consumer has isa subscription used","object":"20000","cf":100},{"subject":"P10 Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"P10 Consumer","relationship":"consumer has requested support type","object":"Improving Portfolio Diversification","cf":100},{"subject":"P10 Consumer","relationship":"consumer has stated objective","object":"Reduce Investment Risk Concentration","cf":100},{"subject":"P10 Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"P10 Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"P10 Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"P10 Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"P10 Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"P10 Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"P10 Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"P10 Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"P10 Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"P10 Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"P10 Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"P10 Consumer","relationship":"consumer has data record","object":"P10 Holdings Record","cf":100},{"subject":"P10 Consumer","relationship":"consumer has data record","object":"P10 Debt Record","cf":100},{"subject":"P10 Consumer","relationship":"consumer has data record","object":"P10 Risk Record","cf":100},{"subject":"P10 Holdings Record","relationship":"record covers data item","object":"Investment Holdings Data","cf":100},{"subject":"P10 Holdings Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P10 Holdings Record","relationship":"record has as at date","object":"2026-07-28","cf":100},{"subject":"P10 Holdings Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"P10 Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"P10 Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"P10 Debt Record","relationship":"record has as at date","object":"2026-01-01","cf":100},{"subject":"P10 Debt Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"P10 Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"P10 Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"P10 Risk Record","relationship":"record has as at date","object":"2026-06-01","cf":100},{"subject":"P10 Risk Record","relationship":"record has ordinal","object":"3","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case P10","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Data Insufficient Data Request Issued","subject":"Case P10","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"Duplicate ordinals with contra indicator stops on contra precedence","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case DO","relationship":"case concerns consumer","object":"DO Consumer","cf":100},{"subject":"Case DO","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case DO","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case DO","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case DO","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case DO","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case DO","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case DO","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case DO","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case DO","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"DO Consumer","relationship":"consumer has age","object":"43","cf":100},{"subject":"DO Consumer","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"DO Consumer","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"DO Consumer","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"DO Consumer","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"DO Consumer","relationship":"consumer has investment holding","object":"DO Single Stock","cf":100},{"subject":"DO Consumer","relationship":"consumer has investment holding","object":"DO Global Fund","cf":100},{"subject":"DO Single Stock","relationship":"holding has value","object":"96000","cf":100},{"subject":"DO Single Stock","relationship":"holding is diversified fund","object":"false","cf":100},{"subject":"DO Single Stock","relationship":"holding has ongoing charge percent","object":"0.1","cf":100},{"subject":"DO Global Fund","relationship":"holding has value","object":"144000","cf":100},{"subject":"DO Global Fund","relationship":"holding is diversified fund","object":"true","cf":100},{"subject":"DO Global Fund","relationship":"holding has ongoing charge percent","object":"0.2","cf":100},{"subject":"DO Consumer","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"DO Consumer","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"DO Consumer","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"DO Consumer","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"DO Consumer","relationship":"consumer has contra indicator","object":"Intends To Withdraw Whole Portfolio Within Twelve Months","cf":100},{"subject":"DO Consumer","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"DO Consumer","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"DO Consumer","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"DO Consumer","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"DO Consumer","relationship":"consumer has taxable income","object":"44000","cf":100},{"subject":"DO Consumer","relationship":"consumer has isa subscription used","object":"20000","cf":100},{"subject":"DO Consumer","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"DO Consumer","relationship":"consumer has requested support type","object":"Improving Portfolio Diversification","cf":100},{"subject":"DO Consumer","relationship":"consumer has stated objective","object":"Reduce Investment Risk Concentration","cf":100},{"subject":"DO Consumer","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"DO Consumer","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"DO Consumer","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"DO Consumer","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"DO Consumer","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"DO Consumer","relationship":"consumer confirms verified stale data","object":"false","cf":100},{"subject":"DO Consumer","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"DO Consumer","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"DO Consumer","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"DO Consumer","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"DO Consumer","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"DO Consumer","relationship":"consumer has data record","object":"DO Holdings Record","cf":100},{"subject":"DO Consumer","relationship":"consumer has data record","object":"DO Debt Record","cf":100},{"subject":"DO Consumer","relationship":"consumer has data record","object":"DO Risk Record","cf":100},{"subject":"DO Holdings Record","relationship":"record covers data item","object":"Investment Holdings Data","cf":100},{"subject":"DO Holdings Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"DO Holdings Record","relationship":"record has as at date","object":"2026-07-28","cf":100},{"subject":"DO Holdings Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"DO Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"DO Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"DO Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"DO Debt Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"DO Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"DO Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"DO Risk Record","relationship":"record has as at date","object":"2026-06-01","cf":100},{"subject":"DO Risk Record","relationship":"record has ordinal","object":"3","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case DO","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Contra Indication Signpost Alternative Support","subject":"Case DO","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"COBS 9B 5 7R client verification restores reliance stale holdings","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case VSD","relationship":"case concerns consumer","object":"Verity Oyelaran","cf":100},{"subject":"Case VSD","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case VSD","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case VSD","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case VSD","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case VSD","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case VSD","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case VSD","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case VSD","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case VSD","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has age","object":"43","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has investment holding","object":"Verity Single Stock","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has investment holding","object":"Verity Global Fund","cf":100},{"subject":"Verity Single Stock","relationship":"holding has value","object":"96000","cf":100},{"subject":"Verity Single Stock","relationship":"holding is diversified fund","object":"false","cf":100},{"subject":"Verity Single Stock","relationship":"holding has ongoing charge percent","object":"0.1","cf":100},{"subject":"Verity Global Fund","relationship":"holding has value","object":"144000","cf":100},{"subject":"Verity Global Fund","relationship":"holding is diversified fund","object":"true","cf":100},{"subject":"Verity Global Fund","relationship":"holding has ongoing charge percent","object":"0.2","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has contra indicator","object":"Intends To Withdraw Whole Portfolio Within Twelve Months","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has taxable income","object":"44000","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has isa subscription used","object":"20000","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has requested support type","object":"Improving Portfolio Diversification","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has stated objective","object":"Reduce Investment Risk Concentration","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer confirms verified stale data","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has data record","object":"Verity Holdings Record","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has data record","object":"Verity Debt Record","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has data record","object":"Verity Risk Record","cf":100},{"subject":"Verity Holdings Record","relationship":"record covers data item","object":"Investment Holdings Data","cf":100},{"subject":"Verity Holdings Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Verity Holdings Record","relationship":"record has as at date","object":"2026-06-25","cf":100},{"subject":"Verity Holdings Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"Verity Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"Verity Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Verity Debt Record","relationship":"record has as at date","object":"2026-07-01","cf":100},{"subject":"Verity Debt Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"Verity Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"Verity Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"Verity Risk Record","relationship":"record has as at date","object":"2026-06-01","cf":100},{"subject":"Verity Risk Record","relationship":"record has ordinal","object":"3","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case VSD","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Contra Indication Signpost Alternative Support","subject":"Case VSD","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]},
{"name":"COBS 9B 5 7R verification rescues two stale items globally","lastRun":0,"steps":[{"expect":{"subtype":"Second Form"},"then":{"type":"Inject","with":[],"inject":[{"subject":"Case VS2","relationship":"case concerns consumer","object":"Verity Oyelaran","cf":100},{"subject":"Case VS2","relationship":"case is delivered by firm","object":"Kesterly Wealth","cf":100},{"subject":"Case VS2","relationship":"case applies policy","object":"Kesterly Targeted Support Policy","cf":100},{"subject":"Case VS2","relationship":"case has assessment date","object":"2026-07-30","cf":100},{"subject":"Case VS2","relationship":"case concerns domain","object":"Retail Investment","cf":100},{"subject":"Case VS2","relationship":"case has delivery channel","object":"Digital Self Service","cf":100},{"subject":"Case VS2","relationship":"case has message type","object":"Ready Made Suggestion","cf":100},{"subject":"Case VS2","relationship":"case has initiation basis","object":"Express Client Request","cf":100},{"subject":"Case VS2","relationship":"case has jurisdiction","object":"United Kingdom","cf":100},{"subject":"Case VS2","relationship":"case has model version","object":"Model Version 1 0 0","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has age","object":"43","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has client categorisation","object":"Retail Client","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is natural person","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has scheme type","object":"Contract Based Personal Pension","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has residence","object":"United Kingdom","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has investment holding","object":"Verity Single Stock","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has investment holding","object":"Verity Global Fund","cf":100},{"subject":"Verity Single Stock","relationship":"holding has value","object":"96000","cf":100},{"subject":"Verity Single Stock","relationship":"holding is diversified fund","object":"false","cf":100},{"subject":"Verity Single Stock","relationship":"holding has ongoing charge percent","object":"0.1","cf":100},{"subject":"Verity Global Fund","relationship":"holding has value","object":"144000","cf":100},{"subject":"Verity Global Fund","relationship":"holding is diversified fund","object":"true","cf":100},{"subject":"Verity Global Fund","relationship":"holding has ongoing charge percent","object":"0.2","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has problem debt","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has capacity established","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is third party represented","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has crm vulnerability flag","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has contra indicator","object":"Intends To Withdraw Whole Portfolio Within Twelve Months","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has marketing preference","object":"Opted In To Electronic Marketing","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has consented to electronic marketing","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is workplace pension member","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has benefit structure","object":"Defined Contribution","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has taxable income","object":"44000","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has isa subscription used","object":"20000","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has unwrapped holding value","object":"0","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has requested support type","object":"Improving Portfolio Diversification","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has stated objective","object":"Reduce Investment Risk Concentration","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has declined targeted support","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer is receiving investment advice","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer understands advice distinction","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has volunteered further information","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has chosen volunteered information route","object":"Continue Suitability Unaffected","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer confirms verified stale data","object":"true","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has vulnerability disclosure","object":"No Vulnerability Indicator Recorded","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer agrees to targeted support charge","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer requests inconsistent transaction","object":"false","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has risk tolerance band","object":"Medium Investment Risk Accepted","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has capacity for loss band","object":"Can Absorb Moderate Loss","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has data record","object":"Verity Holdings Record","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has data record","object":"Verity Debt Record","cf":100},{"subject":"Verity Oyelaran","relationship":"consumer has data record","object":"Verity Risk Record","cf":100},{"subject":"Verity Holdings Record","relationship":"record covers data item","object":"Investment Holdings Data","cf":100},{"subject":"Verity Holdings Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Verity Holdings Record","relationship":"record has as at date","object":"2026-06-01","cf":100},{"subject":"Verity Holdings Record","relationship":"record has ordinal","object":"1","cf":100},{"subject":"Verity Debt Record","relationship":"record covers data item","object":"Debt Status Data","cf":100},{"subject":"Verity Debt Record","relationship":"record has provenance","object":"Platform System Of Record","cf":100},{"subject":"Verity Debt Record","relationship":"record has as at date","object":"2026-01-01","cf":100},{"subject":"Verity Debt Record","relationship":"record has ordinal","object":"2","cf":100},{"subject":"Verity Risk Record","relationship":"record covers data item","object":"Risk Band Data","cf":100},{"subject":"Verity Risk Record","relationship":"record has provenance","object":"Client Stated","cf":100},{"subject":"Verity Risk Record","relationship":"record has as at date","object":"2026-06-01","cf":100},{"subject":"Verity Risk Record","relationship":"record has ordinal","object":"3","cf":100}]}},{"expect":{"subtype":"Second Form"},"then":{"type":"Query","with":[],"subject":"Case VS2","relationship":"case has final outcome"}},{"expect":{"type":"Expect Result","results":[{"cf":"100","object":"Stop Contra Indication Signpost Alternative Support","subject":"Case VS2","relationship":"case has final outcome"}],"subtype":"Second Form"},"then":{"type":"none","with":[]}}]}]